Jason B.

About Jason B.

Finance and Legal Professional with more than 20 Years of Experience Focused on the Real…

Experience

1. Vice President, Equity Research Associate Analyst (Real Estate Group)

   Wells Fargo

   Jan 2014 — Present

   Industry: Real Estate Investment Trusts (REITs); Subsectors: Healthcare, Industrial, Manufactured Housing, Net Lease, Office, Self Storage, and Single Family Rental. Conduct extensive due diligence and build detailed financial models for IPOs and other equity offerings totaling over $10 billion. IPOs include: CTRE, NSA, NTST, and STOR. Provide investment opinions on covered stocks to institutional clients through published research and consultation. Lead investor meetings between senior management and institutional clients at conferences and non-deal roadshows. Manage hundreds of investor requests for 1x1 and group meetings with senior management teams of more than 80 covered companies across five teams of equity research analysts for a large twice-yearly industry conference. Research and analyze the strategies, performance, and valuation of more than 45 covered companies. Current Research Coverage, 2021-present: Industrial: DRE, EGP, PLD, REXR, and STAG Mixed/Brokers: MMI, PSB, WRE Office: BXP, CUZ, DEI, ESRT, HIW, HPP, KRC, OFC, PGRE, and SLG Prior Research Coverage, 20••••21: Healthcare: CTRE, DHC, HR, HTA, LTC, MPW, NHI, OHI, PEAK, SBRA, VTR, and WELL Manufactured Housing: ELS and SUI Net Lease: ADC, CSG, LXP, O, STOR, WPC, and VICI Self Storage: CUBE, EXR, LSI, NSA, and PSA Single Family Rental: AMH and INVH

Skills

• Financial Services
• Equities
• Due Diligence
• Portfolio Management
• Series 65
• Strategy
• Equity Research
• Valuation
• Strategic Financial Planning
• Financial Analysis
• Financial Modeling
• Finance
• Investment Strategies
• Asset Allocation
• Financial Risk
• Securities
• Mutual Funds
• Investment Management
• Series 7
• Investments